Findley’s M&A Integration of Complex Work Streams

Findley helps organizations move quickly through integration following the announcement of a merger or acquisition deal. We help HR teams organize around the integration through the development of work streams. Each work stream is assigned a subject matter expert (SME) who works with the acquiring and acquired organizations. Findley helps our clients navigate and simplify complex work streams (customized by each client).

Work Streams Integrated with Findley’s M&A Services

• 401(k) or 403(b) plans
• Defined benefit plans, if applicable
• Nonqualified plans
• Health care plans (medical, prescription drug, dental, vision)
• Third party administrators (COBRA, FMLA, unemployment)
• Life insurance plans
• Short term and long term disability
• PTO/Leave programs
• Compliance
• Plan documents
• HR technology systems
• Performance management
• Compensation and rewards
• Executive compensation and benefits
• Short term and long term incentive plans
• Participant and employee communications
• Existing vendor contracts
• Other programs as defined by the client and Findley during the due diligence process

Findley can also provide a trained integration project manager to ensure the integration runs smoothly with the help of a detailed project plan, an issues log, and regularly scheduled touch points.